Event lead scanner
Scan event leads while the conversation is still fresh.
Merchant Scanner turns a phone into an event lead scanner for payment conferences and trade shows. Photograph a badge or business card, extract the contact details and context, and save the lead into the same pipeline used for qualification and follow-up.
Capture more than a name
A useful event lead needs the contact, company and enough context to remember why the conversation mattered. The scanner can capture visible contact details and classify the lead so the CRM record is useful after the event.
Move directly into the pipeline
The lead does not need to be retyped from notes after the conference. It can enter the CRM immediately, where the team can add merchant context, qualification status and follow-up actions.
Use the same workflow after the event
Once captured, an event contact can continue into merchant checks, outreach, onboarding and the rest of the Merchant Scanner workflow rather than living in a separate badge-scanning app.
Questions
Frequently asked questions
What is an event lead scanner?
An event lead scanner captures attendee or prospect information from conference badges, QR codes or business cards and sends the resulting contact into a lead-management workflow.
Does Merchant Scanner require a separate mobile app?
The Lead Scanner is designed to work from a phone browser, making it practical to use at conferences without a separate scanning device.
Can scanned event leads go into CRM?
Yes. The purpose of the workflow is to save the captured contact into the pipeline so qualification and follow-up can start immediately.